Marquette Associates serves more than 110 Taft-Hartley clients  — from million-dollar locals to multi-billion dollar internationals. Our Taft-Hartley clients benefit from over 35 years of union experience with everything from pension reform and its effect on multi-employer pension funds to defined contribution plans. The resources of a fully credentialed actuary on staff enable Marquette to partner more closely with union actuaries to help ensure that plan liabilities and cash flows are properly reflected in investment objectives and asset allocation studies.

Taft-Hartley Investment Expertise

  • Defined benefit
  • Defined contribution
  • Annuity
  • Self-insurance
  • Training
  • Vacation

Featured Experts

Miguel Zarate | Managing Director

Miguel serves as Marquette's chief operating officer and leads the firm's Taft-Hartley practice area.

Brian Wrubel | Chief Executive Officer

Marquette's CEO, Brian has been with the firm for over 30 years and serves as the chairman of the firm's board of directors and executive committee.

Greg Leonberger, FSA, EA, MAAA, FCA | Director of Research, Managing Partner

Marquette's Director of Research, Greg is a fully credentialed actuary and has over 20 years of investment experience.

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